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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,855 | $160,070-35.7% | $147,117-30.1% | $145,897-29.5% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 9.23% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $4,032 | $5,285-23.7% | $4,932-18.3% | $4,663-13.5% |
| Participant deferral / active EE | $9,716 | $8,419+15.4% | $8,065+20.5% | $6,689+45.2% |
| Admin fee / account holder | $1,711 | $15,035-88.6% | $12,993-86.8% | $13,390-87.2% |